Sylvia
Menz

&Partners

CRD#7284000
Investment Advisor
in Nashville, TN

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About this Advisor

Sylvia Menz is a financial advisor based in Nashville, Tennessee, working with &Partners. Sylvia has previously held positions at Subway, Scott City High, Sweet Pea Kennels, Belmont University, Buffalo Wild Wings, O'Charleys, Kore Pr, Fsm Inc, America Swim Inc, and Wileybros Aintree Capital LLC. Sylvia has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Tennessee. Currently, Sylvia is part of &Partners, which operates out of Nashville, Tennessee. The firm has 29 offices and 183 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at &Partners includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

40 Burton Hills Blvd Suite 350
Nashville, TN 37215

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&Partners Brokerage Details

Total Assets Under Management

$1,173,060,409

TN Average: $730,596,643
Total Number of Employees

183

TN Average: 15
Total Number of Accounts

3,051

TN Average: 968
Average Account Size

$384,484

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Sylvia Menz Work History

2020 - Present (4 years)

Wileybros Aintree Capital LLC

2020 - 2020 (< 1 year)

Fsm Inc

2017 - 2017 (< 1 year)

Buffalo Wild Wings

2017 - 2017 (< 1 year)

O'Charleys

2017 - 2018 (1 year)

Kore Pr

2017 - 2020 (3 years)

America Swim Inc

2016 - 2016 (< 1 year)

Sweet Pea Kennels

2016 - 2017 (1 year)

Belmont University

2015 - 2015 (< 1 year)

Subway

2012 - 2016 (4 years)

Scott City High

Disclosures

Please visit the SEC profile of Sylvia Menz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at &Partners

Thomas Teagle
Nashville, TN
Jillian Hoffman
Mounds View, MN
Michael Martin
Saint Louis, MO
Matthew Imhof
Nashville, TN
Caroline Toniolo
Nashville, TN
Joshua Estes
Nashville, TN
Kaley Idol
Nashville, TN
Mitchell Briggs
Nashville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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